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Hanson & Doremus Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Hanson & Doremus Investment Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-108
Closed -$5K – 529
2026
Q1 		$5K Buy
+108
New +$5.35K ﹤0.01% 491
2025
Q2 		– Sell
-83
Closed -$3K – 489
2025
Q1 		$3K Buy
+83
New +$3.66K ﹤0.01% 454

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hanson & Doremus Investment Management's SPSM Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 108 shares — an estimated $5K sold.

Hanson & Doremus Investment Management first reported a position in SPSM in Q1 2025 and held it in 2 quarters. The position peaked at $5K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Hanson & Doremus Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 108 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5K.
  • Hanson & Doremus Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and held it in 2 quarters.
  • Hanson & Doremus Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5K in Q1 2026.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.